See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,326 | $77,899-34.1% | $149,673-65.7% | $75,163-31.7% |
| Participation rate | 66.2% | 65.6%+0.6pp | 78.8%-12.5pp | 67.2%-1.0pp |
| Annual return | 18.40% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,364 | $3,137+7.2% | $4,818-30.2% | $2,670+26.0% |
| Participant deferral / active EE | $5,222 | $3,411+53.1% | $5,680-8.1% | $4,125+26.6% |
| Admin fee / account holder | $3 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |